Engineered Thirst Catalyses Private Water Infrastructure Capital Supercycle #
Iran's tactical targeting of Kuwaiti and Bahraini desalination plants has successfully operationalized the doctrine of hydrological warfare. Concurrently, strikes on Qatar's Ras Laffan LNG complex erased 17% of the nation's export capacity, driving Brent crude up 51% this month amid the functional closure of the Strait of Hormuz. While the geopolitical establishment panics over engineered drought and President Trump’s explicit threats to seize Kharg Island, institutional capital must strip away the sentimentality. The kinetic erasure of Gulf utility infrastructure presents…